Family Office Accounting & Reporting Lead
Job Location:
La Jolla, CA - USA
Yearly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Hands-On Team Leadership Client Accounting Financial Reporting
Full-Time On-Site La Jolla California
ROLE LEVEL | Working team lead |
FOCUS | Accounting reporting & people |
COMPENSATION | $95000-$115000 base salary plus performance-based bonus |
Plumb provides family office accounting bill pay and financial reporting services to ultra-high-net-worth families and their advisors across the United States. We are not a financial advisory firm. We perform the back-office accounting and administrative work that helps complex families maintain accurate records understand their financial activity and stay organized across multiple accounts entities and advisors.
Our company combines professional services with proprietary financial technology. We are building a more scalable technology-enabled model for family office accounting while preserving the judgment controls confidentiality and personal attention our clients require.
We are seeking a Family Office Accounting & Reporting Lead to lead a team while remaining directly involved in client accounting review problem-solving training and financial reporting. This is a working-leader position not a role for someone who wants to manage exclusively through meetings and delegation.
The right candidate may currently be a senior accountant accounting supervisor client accounting services lead family office accountant assistant controller or experienced bookkeeper/accountant who is ready to assume greater ownership of a team.
This person will also serve as the operational champion for accounting technology and AI-assisted workflows helping the department adopt practical tools that improve quality capacity consistency and responsiveness without weakening human review or accounting controls.
Approximate Focus | What It Means |
50%-60% | Accounting review financial reporting review reconciliations and hands-on client accounting work |
20%-25% | Team leadership coaching workload management training and quality control |
15%-20% | Process improvement technology adoption workflow optimization and AI-assisted accounting initiatives |
About 10% | Client advisor and cross-functional coordination |
You will review work correct accounting issues help complete difficult reconciliations and reports and step into client work when necessary. You will not simply assign work and monitor deadlines.
- Review bank credit card brokerage and general ledger reconciliations.
- Review monthly financial statements schedules and customized family reporting.
- Resolve unusual transactions accounting discrepancies missing information and complex reporting issues.
- Maintain reporting accuracy and ensure client deliverables are completed on schedule.
- Support the accounting and reporting needs of complex households trusts partnerships LLCs and other family entities.
- Participate directly in client work during onboarding peak periods staff absences or complex assignments.
- Lead coach and develop a team of accounting professionals located on-site and/or offshore.
- Assign work based on capacity complexity deadlines and employee capabilities.
- Establish clear expectations monitor commitments and follow up consistently.
- Review work and provide direct practical and timely feedback.
- Help onboard train and develop new employees using defined milestones and competency standards.
- Identify performance capacity client and quality concerns early and escalate them before they become larger problems.
- Build a culture of ownership accuracy responsiveness and continuous improvement.
- Identify repetitive accounting reconciliation review and reporting tasks that may benefit from AI workflow automation or standardization.
- Partner with Plumbs product engineering and operational leaders to translate accounting needs into practical technology improvements.
- Test and validate AI-assisted workflows before broader implementation.
- Train team members to use approved AI and automation tools effectively consistently and securely.
- Establish appropriate human-review documentation and quality-control procedures for AI-assisted work.
- Measure whether new tools improve turnaround time capacity quality and client service.
- Provide structured feedback to the product team regarding accounting workflows defects usability issues and improvement opportunities.
- Help the department transition from manual person-dependent processes to more standardized and technology-enabled workflows.
- Five or more years of accounting bookkeeping client accounting services family office wealth management operations or outsourced accounting experience.
- At least one to three years reviewing the work of others or serving as a senior accountant supervisor or team lead.
- Strong working knowledge of account reconciliations general ledger accounting month-end close and financial reporting.
- Experience managing multiple clients entities deadlines and competing priorities.
- The ability to identify errors explain corrections clearly and hold others accountable for follow-through.
- Comfort working directly in accounting systems and reviewing transaction-level detail.
- Strong organizational skills judgment communication and attention to detail.
- Demonstrated interest in using AI automation and financial technology to improve accounting work.
- The ability to train employees with varying levels of accounting experience and technical confidence.
- Experience serving high-net-worth individuals trusts partnerships family entities or family offices.
- Experience in client accounting services outsourced accounting business management or wealth management.
- Experience with QuickBooks Online Sage Intacct investment reporting systems account aggregation tools or workflow software.
- Experience implementing accounting software automation standardized templates or process improvements.
- CPA CMA accounting degree or equivalent practical accounting experience.
You do not need to be an AI engineer or software developer. You do need to be curious adaptable comfortable in experimenting with approved technology and capable of helping an accounting team change how it works. AI-generated or AI-assisted work must always be validated through appropriate accounting judgments and controls.
This role is well suited for a strong senior accountant accounting supervisor client accounting lead or assistant controller who wants broader responsibility meaningful influence and an opportunity to develop as a people leader.
It may not be the right fit for someone seeking a director-level position focused primarily on strategy budgeting or managing through multiple layers of staff. The person hired must enjoy being close to work and be willing to personally solve accounting and reporting problems.
- Work with sophisticated client situations involving multiple entities accounts and advisors.
- Help shape a growing accounting and reporting function rather than inherit a rigid bureaucracy.
- Partner directly with an internal product and software team.
- Influence how AI and automation are incorporated into real accounting workflows.
- Develop both accounting leadership and people-management capabilities.
- Join a company entering an important stage of growth and operational development.
- Work in a role with visibility accountability and a potential path to broader leadership.
Title | Family Office Accounting & Reporting Lead |
Employment | Full-time |
Location | Primarily on-site in La Jolla California with limited flexibility after the person is fully established in the role |
Reporting Relationship | Reports to the designated operations executive and works closely with company leadership client service product and engineering |
Compensation | $95000-$115000 base salary depending on accounting depth and leadership experience plus a performance-based bonus |
Role Level | Key member of the accounting operations leadership team; hands-on team lead rather than enterprise operations director |
Work Model | Full-time primarily on-site |
Please submit your resume and a brief note explaining why this role is relevant to your experience why Plumb interests you and how you have led people or improved accounting work. Strong candidates may not meet every listed qualification; we value accounting capability judgment initiative follow-through and leadership potential.
Applicants may apply through the service where this posting appears or contact: or
Equal Opportunity Employer. Plumb considers applicants without regard to race color religion sex sexual orientation gender identity national origin veteran status disability or any other status protected by applicable law.
